Establishing secure connection…Loading editor…Preparing document…

Email Policy

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

E-MAIL POLICY

This policy describes guidelines with regard to access to and disclosure of electronic mail messages sent or received by employees with use of the e-mail system. respects the individual privacy of its employees. However, employee privacy does not extend to the employee's work-related conduct or to the use of Company-provided equipment or supplies. You should be aware that the following guidelines may affect your privacy in the workplace.

Management's Right to Access Information

The electronic mail system has been installed by to facilitate business communications. Although each employee has an individual password to access this system, it belongs to the Company and the contents of e-mail communications are accessible at all times by management for any business purpose. These systems may be subject to periodic unannounced inspections, and should be treated like other shared filing systems. All system passwords and encryption keys must be available to Company management, and you may not use passwords that are unknown to your supervisor or install encryption programs without turning over encryption keys to your supervisor. All e-mail messages are Company records. The contents of e-mail, properly obtained for legitimate business purposes, may be disclosed within the Company without your permission. Therefore, you should not assume that messages are confidential. Back-up copies of e-mail may be maintained and referenced for business and legal reasons.

Personal Use of E-Mail

Because provides the electronic mail system to assist you in the performance of your job, you should use it for official Company business. Incidental and occasional personal use of e-mail is permitted by , but these messages will be treated the same as other messages. reserves the right to access and disclose as necessary all messages sent over its e-mail system, without regard to content. Since your personal messages can be accessed by management without prior notice, you should not use e-mail to transmit any messages you would not want read by a third party. For example, you should not use the e-mail for gossip, including personal information about yourself or others, for forwarding messages under circumstances likely to embarrass the sender, or for emotional responses to business correspondence or work situations. In any event, you should not use these systems for such purposes as soliciting or proselytizing for commercial ventures, religious or personal causes or outside organizations or other similar, non-job-related solicitations. If discovers that you are misusing the e-mail system, you will be subject to disciplinary action up to and including termination.

Forbidden Content of E-Mail Communications

You may not use 's e-mail system in any way that may be seen as insulting, disruptive, or offensive by other persons, or harmful to morale. Examples of forbidden transmissions include sexually-explicit messages, cartoons, or jokes; unwelcome propositions or love letters; ethnic or racial slurs; or any other message that can be construed to be harassment or disparagement of others based on their sex, race, sexual orientation, age, national origin, or religious or political beliefs. Use of the Company provided e-mail system in violation of this guideline will result in disciplinary action, up to and including termination.

Password and Encryption Key Security and Integrity

Employees are prohibited from the unauthorized use of the passwords and encryption keys of other employees to gain access to the other employee's e-mail messages.

Employee Signature:

Date:

Enter text✕

Definition and scope of an Email Policy

An Email Policy is a formal internal document that sets rules for creation, use, retention, security, and acceptable behavior when sending or receiving organizational email. It defines permitted and prohibited uses, handling of sensitive information, retention schedules, responsibilities for administrators and end users, and required safeguards to meet legal and regulatory obligations across industries including healthcare, education, finance, and government.

Why an Email Policy matters for control and compliance

A clear Email Policy reduces risk, preserves records, and establishes consistent expectations for handling sensitive data. It supports compliance with ESIGN/UETA for electronic records, HIPAA for protected health information, FERPA in education contexts, and minimizes exposure to data breaches and regulatory penalties.

Why an Email Policy matters for control and compliance

Who relies on an Email Policy inside an organization

Coordination among these groups ensures the policy is effective, auditable, and enforced consistently.

  • IT and security teams who configure controls, DLP, and retention settings.
  • HR and legal teams who enforce conduct rules and disciplinary steps.
  • All employees and contractors who send, receive, or archive organizational email.

Typical signatories and accountable roles

IT Manager

Responsible for technical implementation, mailbox configuration, encryption settings, data loss prevention, and ongoing audit logs that demonstrate compliance with internal and regulatory requirements.

HR Director

Authorizes behavioral rules, disciplinary procedures, and employee acknowledgments; ensures signatures or acknowledgements are captured and retained per retention schedule.

Security and compliance elements to include

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
Access Control: Role-based access and SSO
Audit Trail: Timestamps, IPs, action logs
BAA Requirement: HIPAA requires BAA for PHI handling
Authentication: 2FA or MFA for privileged accounts
Certifications: SOC 2 Type II, ISO 27001

Potential penalties and operational risks

Policy Violations: Internal discipline up to termination
Data Breach Fines: HIPAA fines and corrective action
Regulatory Exposure: FERPA or sector-specific penalties
Legal Liability: Civil claims for negligence
Reputational Harm: Customer trust erosion
Operational Disruption: Loss of access or service outages

Common mistakes when preparing an Email Policy

  • Using vague language that fails to define 'sensitive information' or permitted encryption levels, causing inconsistent enforcement and compliance gaps.
  • Neglecting retention and deletion rules tied to legal obligations, which can expose the organization to discovery or regulatory penalties.
  • Failing to coordinate technical controls with policy text (for example, DLP settings that do not match allowed attachments), producing false sense of compliance.
  • Relying on personal email accounts for business communications without controls, increasing data leakage and audit risk.

Step-by-step rollout for an Email Policy

Follow a simple, repeatable sequence to draft, approve, sign, and distribute an Email Policy across the organization.

  • 01
    Draft: Collect legal and technical input; define scope
  • 02
    Review: Legal and compliance conduct detailed review
  • 03
    Approve & Sign: Senior leadership signs and dates the policy
  • 04
    Distribute: Publish and require employee acknowledgments

Typical workflow settings for approval and recordkeeping

Configure a repeatable workflow for review, approval, and evidence capture so acknowledgements are auditable and retained.

Field Configuration
Approval Workflow Sequential approvals: Legal → HR → IT
Signer Authentication Email+MFA or SSO for employee acknowledgements
Retention Setting Automated retention per schedule
Archive Location Central policy repository with restricted access

Technical delivery and file format considerations

Use platforms that capture an immutable audit trail and meet applicable compliance frameworks for your industry.

  • Integrations: Google Workspace, Microsoft 365, Salesforce
  • Formats: PDF, DOCX, HTML supported
  • Authentication: SSO, SAML, and MFA options

How an Email Policy differs from an Acceptable Use Policy

Quick comparison to clarify scope and enforceability differences between related policy documents.

Criteria Email Policy Acceptable Use Policy
Primary focus email systems and retention all it resources
Signature required yes often sometimes
Contains security controls
Applies to BYOD often often

eSignature vendor comparison for signing and distributing policies

Compare common vendor starting prices and feature availability for electronic signing and policy distribution; signNow appears first for parity in comparison.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year No cap No cap No cap

Real-world examples of policy distribution and signing

Two examples illustrate how organizations capture acknowledgements, reduce friction, and preserve audit evidence.

Optica Ventures — Brian Fitzgibbons

Optica Ventures moved policy acknowledgements online to simplify rollout and tracking.

  • Faster employee acknowledgement and fewer tracking errors.
  • "The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Fertility Centers — John Butler

A healthcare practice standardized email rules and captured signed staff acknowledgements electronically.

  • Ensured consistent PHI handling processes for staff.
  • "The airSlate SignNow team has been exceptional, responsive, the API has been great, and we're extremely happy that we chose airSlate SignNow as a company."

Practical tips for accurate and efficient policy implementation

Follow these guidelines to minimize errors and improve compliance when issuing an Email Policy.

Use clear language
Write short, specific rules and examples so employees know expected behavior.
Align technical controls
Ensure DLP, encryption, and retention settings match policy text.
Capture evidence
Require signed acknowledgements with timestamped audit trails.
Review regularly
Update policy annually or when regulations or systems change.

Timelines for approval, distribution, and employee acknowledgement

Set clear internal deadlines to ensure consistent adoption and auditability of policy changes.

Draft Completion:

Complete initial draft within 2–4 weeks

Legal Review:

Allow 1–2 weeks for attorney review

Executive Approval:

Obtain sign-off within 1 week after review

Employee Acknowledgement:

Require signatures within 30 days of distribution

Policy Review Cycle:

Review at least annually or upon material change

Frequently asked questions about Email Policy creation and signing

Answers to common questions about creating, signing, and enforcing an Email Policy, with practical, compliance-focused guidance.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users